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How Nvidia’s brilliant result actually increases bubble risks

The chipmaker’s show-me-the-money moment was spectacular. But the market now has even more reason to fret about whether its customers can do the same.

If there has to be a single company at the centre of this artificial intelligence bubble, thank goodness it’s Nvidia.

The result the chipmaker delivered on Thursday morning (AEDT) almost defies superlatives. Staggering? Stonking? Spectacular? They don’t quite capture what chief executive Jensen Huang has served up.

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is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com

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    Original URL: https://www.afr.com/chanticleer/how-nvidia-s-brilliant-result-actually-increases-bubble-risks-20251120-p5ngx2